New User - adding realtor information

Posted: Tuesday, May 18, 2010 4:24 PM Quote
I just purchased the AAOutlook program for Outlook 2003. I have entered in contacts and would like to look at using the program for prospects. I am looking for a way to enter my name; credentials, company, and business contact information so that each time I start a mail campaign it will automatically be inserted into the letter. Can this be done without going into each letter? Second how can I easily view each preformed letter so that I can edit the content to fit my business needs? Third. Yes I am looking at the help feature that came with the program, but can any experienced users give me any ideas and tips they found useful to the program? Thank you
Posted: Tuesday, May 18, 2010 4:25 PM Quote
Re: New User - adding realtor information 1st and 2nd the merging of info into letters. This can be done with the Word templates. To access/edit the templates go to the toolbar and select tools-merge templates. From there you can edit existing documents using the top section or add new documents using the middle section. Also, you can view all the pre-loaded docs in one pdf by going to c:\program files\aaoutlook\wordtemplates\7 year plan, in that folder there is a pdf that contains all the letters to view at once. 3rd, the help is accessed via the toolbar using the AAOutlook Help button. Jack
Posted: Tuesday, May 18, 2010 4:25 PM Quote
My questions was "I am looking for a way to enter my name; credentials, company, and business contact information so that each time I start a mail campaign it will automatically be inserted into the letter. Can this be done without going into each letter?" What your telling me is what I all ready know I have to go into each letter. 7 years worth of letters. Will the program automatically insert my contact information in all the letters? I do not want to go into each letter to add my contact information each time. It is time consuming. Any users find a way around this issue? thanks
Posted: Tuesday, May 18, 2010 4:25 PM Quote
All of the 7 year plan letters by default have the following merge fields at the top of the document: Fullname Company Name Address Street AddressCity, State Zip Letter Saultation And, close with: My Name My Company The "My" fields are set in the admin functions-options are are global to all documents. If the question is can you add an additional field and have it show up in all 84 documements the answer is no. Honestely I am not sure how this would be done since all the documents have different text and potentially different formatting and inserting fields into a documents is very specific to the document. Am I missing something? Jack
Posted: Tuesday, May 18, 2010 4:26 PM Quote
Hi Jack, How can I add company logo and my picture to documents? Your Real Estate Professional, Richard Pomisel, GRI, e-Pro REALTOR Website: http://www.Pomisel.com E-mail: Richard@Pomisel.com Toll Free: 1(800) 474-2841 Mobile: (602) 214-1166 Office: (602) 274-8322 Fax: 1(888)900-1899 Home Smart 1715 W. Northern Ave., suite 100 Phoenix, AZ 85021
Posted: Tuesday, May 18, 2010 4:26 PM Quote
Since they are Word based documents just open the Word Doc and add it as you would any other document (insert image from file). Jack